# How to invite and manage members

> Invite people to your workspace with a role, follow and resend invitations, change a member's role, remove members, and hand over ownership.

Product: Kelune CRM Cloud (hosted by us). Page: https://kelunecrm.com/docs/cloud/workspace/members

Members are the people who can sign in to your workspace, each with a role that decides what they can see and do. Invite your team when you start, and change roles as their work changes.

> **Note:**
>
> You need the permission to invite members. The Owner, Admin, and Manager roles have it by default. Each plan sets the number of members, and pending invitations count too; see [How to check plans, usage, and billing](https://kelunecrm.com/docs/cloud/getting-started/plans-and-usage).

## Invite a member

1. Click **Settings** in the sidebar.
2. Under **Team**, click **Members**.
3. Click **Invite member**.
4. Enter their **Email**.
5. Choose a **Role**. See [How to set roles and permissions](https://kelunecrm.com/docs/cloud/workspace/roles-and-permissions).
6. Click **Send invitation**.

![The Invite member window with the Email and Role fields](https://kelunecrm.com/images/docs/cloud/workspace/members/invite-member.webp)

You can offer only roles at or below your own. They get an email with a link that works for 7 days.

## What the invited person does

1. Open the email and click **Accept the invitation**.
2. If they have no account, enter a **Name** and **Password** and click **Create the account and join**. If they have one, they sign in.
3. The workspace opens.

Someone who already has an account also sees the invitation on their **Workspaces** page, with **Join** and **Decline**.

## Follow invitations

Open the **Invitations** tab on **Members** to see invitations that have not been accepted yet, with their role, when they were sent, and when they expire.

![The Invitations tab with a pending invitation, its role, sent and expiry times](https://kelunecrm.com/images/docs/cloud/workspace/members/invitations.webp)

| Status | What it means |
| --- | --- |
| **Pending** | Sent and still valid |
| **Expired** | The 7 days passed. Resend it to send a new link |
| **Declined** | The person declined it |

Click **Resend** to send a new link with 7 more days; the old link stops working. Click **Revoke** to cancel an invitation.

## Change a member's role

1. On the **Members** tab, click the pencil button (**Change role**) in the member's row.
2. Choose the new role.
3. Click **Save**.

![The Members page with each member, their role and when they joined](https://kelunecrm.com/images/docs/cloud/workspace/members/members.webp)

You can change the role of members at or below your own role, but never your own. To change several at once, select them and choose **Assign role**.

## Remove a member

Click the delete button (**Remove**) in the member's row and confirm. They lose access to this workspace right away. Their account and their other workspaces are not affected.

## Hand over ownership

A workspace can have more than one Owner. To hand it over:

1. Change the new owner's role to **Owner**. Only an Owner can do this.
2. Ask them to change your role, if you want to step down.

The last Owner cannot be removed or demoted, and cannot leave.

> **Note:**
>
> A person can own only one workspace on the Free plan. If the new owner already owns a free workspace, the handover is refused until one of the workspaces moves to a paid plan.

## Leave a workspace

Click your name at the top right, then **Leave workspace**, and confirm. You lose access until someone invites you again.

## Common questions

**Invite member is turned off.** All of the plan's seats are used. Remove a member, revoke a pending invitation, or upgrade.

**The invitation link says it is no longer valid.** It expired, was revoked, or was already used. Ask for a new invitation.

**The person signed in with another email address.** The invitation page offers **Accept as** their current address, or to sign out and use the invited one.

## Where to go next

- [How to set roles and permissions](https://kelunecrm.com/docs/cloud/workspace/roles-and-permissions)
- [How to manage workspace settings](https://kelunecrm.com/docs/cloud/workspace/workspace-settings)
- [How to read the audit log](https://kelunecrm.com/docs/cloud/workspace/audit-log)